Ronald Blue & Co’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,587
| Closed | -$275K | – | 225 |
|
|
2015
Q3 | $275K | Sell |
1,587
-79
| -5% | -$13.7K | 0.01% | 224 |
|
|
2015
Q2 | $303K | Buy |
1,666
+3
| +0.2% | +$546 | 0.01% | 252 |
|
|
2015
Q1 | $289K | Sell |
1,663
-43
| -3% | -$7.47K | 0.01% | 264 |
|
|
2014
Q4 | $291K | Buy |
1,706
+37
| +2% | +$6.31K | 0.01% | 248 |
|
|
2014
Q3 | $270K | Buy |
1,669
+102
| +7% | +$16.5K | 0.02% | 253 |
|
|
2014
Q2 | $251K | Buy |
1,567
+215
| +16% | +$34.4K | 0.02% | 269 |
|
|
2014
Q1 | $207K | Buy |
+1,352
| New | +$207K | 0.02% | 298 |
|